We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
701
Hartford Financial Management
Connecticut
$65K – – –
AF
702
Allworth Financial
California
$58K -$33.5K -1,144 -38%
RFS
703
Rockefeller Financial Services
New York
$57K – – –
CHC
704
City Holding Co
West Virginia
$51K – – –
SIG
705
Stanford Investment Group
California
$51K +$8.5K +290 +22%
WTB
706
Washington Trust Bank
Washington
$48K +$2.64K +90 +6%
KF
707
Krilogy Financial
Missouri
$47K – – –
MRCM
708
M&R Capital Management
New Jersey
$45K +$59 +2 +0.1%
FQ
709
First Quadrant
California
$44K – – –
NCM
710
Nelson Capital Management
California
$41K -$27K -920 -41%
CGT
711
Capital Guardian Trust
California
$38K – – –
MWM
712
MinichMacGregor Wealth Management
New York
$37K – – –
SAM
713
Solaris Asset Management
New York
$37K +$34K +1,160 New
ZB
714
Zions Bancorporation
Utah
$34K +$20.4K +697 +187%
AIM
715
Advantage Investment Management
Iowa
$32K – – –
KFA
716
Kays Financial Advisory
Georgia
$31K +$28.4K +969 New
BAM
717
Barrett Asset Management
New York
$30K – – –
MCM
718
Manchester Capital Management
Vermont
$30K – – –
Carson Wealth (CWM LLC)
719
Carson Wealth (CWM LLC)
Nebraska
$29K +$26.4K +900 +11,250%
First Eagle Investment Management
720
First Eagle Investment Management
New York
$28K – – –
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$880 +30 +3%
SBL
722
Sargent Bickham Lagudis
Colorado
$27K -$49.9K -1,700 -67%
FHA
723
First Horizon Advisors
Tennessee
$25K +$24.3K +827 New
AF
724
Arrow Financial
New York
$24K – – –
HCM
725
Highlander Capital Management
New Jersey
$23K – – –